Portfolio Management Services (PMS)Compare Schemes
Invesco - Challengers vs Purnartha Vision Strategy
Add SchemeGrowth of ₹1 Crore
Invesco - Challengers
Purnartha Vision Strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.41%
5.60%
6 Months
13.18%
9.69%
1 Year
2.91%
14.36%
3 Years
14.27%
13.50%
5 Years
—
8.53%
Since Inception
11.83%
11.34%
Fund Age
4 yrs 11 mo
5 yrs 5 mo
AUM
₹31.01 Cr
₹190.75 Cr
Alpha – 1 Year
−1.81%
9.64%
Alpha – 3 Years
2.18%
1.41%
Information Ratio – 3 Years
0.24
0.20
Volatility – 1 Year
18.67%
24.59%
Volatility – 3 Years
17.11%
18.73%
Beta – 1 Year
0.97
1.16
Beta – 3 Years
0.95
1.03
Sharpe Ratio – 1 Year
-0.04
0.44
Sharpe Ratio – 3 Years
0.56
0.52
Worst Rolling Year
12.64%
8.91%
Value at Worst Rolling Year
₹1.13 Cr
₹1.09 Cr
Deepest Drawdown
−24.73%
−18.32%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.60%
13.01%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 37% · M 30% · S 33%
L 16% · M 12% · S 39%
Number of Stocks
26
—
Portfolio P/E
54.84
25.84
Top 5 Holdings
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Suzlon Energy Ltd · 0.00%
Pricol Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Finolex Cables Ltd · 0.00%
Top Sectors
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%